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Simon Fraser University

PRI reporting framework 2020

You are in Strategy and Governance » Objectives and strategies

Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]


SG 06. Main goals/objectives this year

06.1. List the main responsible investment objectives that your organisation set for the reporting year.

Responsible investment processes

Key performance indicator

          Treasury and Financial Services personnel should attend conferences and workshops, in person or on-line.
        

Progress achieved

Treasury and Financial Services personnel attended and participated in numerous conferences and workshops in 2019  

example; Sustainable Investing Jarislowsky Fraser/Scotiabank October 3, 2019 

 

Key performance indicator

          ongoing training for Treasury personnel
        

Progress achieved

Treasury commissioned and worked with SHARE on proxy voting report leading to further understanding and implementation of SHARE's engagement recommendations. 

Key performance indicator

          more frequent communication and engagement with the SFU community
        

Progress achieved

SFU 350 and EMBARK groups participate at Responsible Investment Committee Board meetings and meet regularly with Treasury and Financial Services 

more frequent communication and engagement with the SFU Sustainability office, including contribution to Sustainability Plan 2020-25 and Annual Sustainability Report 2018-19

Key performance indicator

          further engagement with external groups
        

Progress achieved

as the result of engagement with SFU350 a global equity proxy voting audit report was commissioned and asset managers were queried on their commitment to Climate Action 100+

Key performance indicator

          all public equity and fixed income managers are signatories to UN PRI and produce Responsible Investment Reports outlining their responsible investment making process
        

Progress achieved

detailed responsible investment reports are reviewed

          measure and reduce the carbon footprint of the public equity investments by 45% below the baseline measurement reported on March 31, 2016 by 2025
        

Key performance indicator

          March 31, 2016 Baseline 177.8 tCO2e/$M as measured by MSCI ESG Research Inc.
        

Progress achieved

52% reduction to 84.6 tCO2e/$M as measured by MSCI ESG Research Inc.

Financial performance of investments

Key performance indicator

          one year performance
        

Progress achieved

SFU's two fossil fuel free global equity managers returned 30.9% and 27.8% vs. 1 year benchmark of 21.9%   

ESG characteristics of investments

Key performance indicator

          growing the portion of global equity investments that are fossil fuel free
        

Progress achieved

75% of global equity investments are managed in fossil fuel free funds

Key performance indicator

          measure and reduce the carbon footprint of the public equity investments by 45% below the baseline measurement reported on March 31, 2016 by 2025
        

Progress achieved

52% reduction to 84.6 tCO2e/$M as measured by MSCI ESG Research Inc.

 

Other activities

Key performance indicator

          participation in investment and climate change initiatives
        

Progress achieved

Treasurer part of panel on Pension Fund Investing and Climate Change - October 31, 2019

other description (1)

          increase percentage of investments that are managed by managers that are signatories to the UNPRI
        

Key performance indicator

          percentage of investments that are managed by managers that are signatories to the UNPRI
        

Progress achieved

all of SFU's public equity and fixed income mandates are managed by managers that are signatories to the UNPRI

97% of SFU's investments are managed by managers that are signatories to the UNPRI

06.2. Additional information.


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